Valley Financial Management, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Valley Financial Management, Inc. holds 149,771 shares of SPSM stock, worth $6.74 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
149,771
Previous 67,509
121.85%
Holding current value
$6.74 Million
Previous $2.55 Billion
128.14%
% of portfolio
3.01%
Previous 1.58%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
857Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$991 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$809 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$659 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$290 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$249 Million0.04% of portfolio